FIRST NEBRASKA TRUST CO

PrivateCIK: 2134841
Location

LINCOLN, NE

📋 What this filing means

FIRST NEBRASKA TRUST CO filed this quarterly 13F‑HR report disclosing 80 equity positions with a total reported market value of $145.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

80
Positions
$145.58M
Total AUM (reported)
5.92M
Total Shares

Allocation by class

TOTAL AUM$145.58M80 positions
COM$135.81M93.3%
SH BEN INT$3.35M2.3%
COM NEW$2.95M2.0%
CLB$1.44M1.0%
CL A$647.4K0.4%
COM DISNEY$535.0K0.4%
CLA$532.1K0.4%

Portfolio Concentration

Top 370.4%4–109.1%11–258.4%Rest12.1%TOP 1079.5%0%100%
Top 3$102.47M70.4%
4–10$13.26M9.1%
11–25$12.30M8.4%
Rest$17.55M12.1%

Top 3 weight

70.4%

Top 10 weight

79.5%

Voting Authority Distribution

Total shares with voting rights: 5.92M

Sole

Full voting authority

5.92M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole80
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings80
Rows:

SYSCOCORP

SOLE
COM
Shares3.25M
TypeSH
Market value$92.36M
63.44%
Sole
3.25M
Shared
0.00
None
0.00

ALLTEL CORP

SOLE
COM
Shares149.02K
TypeSH
Market value$5.98M
4.11%
Sole
149.02K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares129.58K
TypeSH
Market value$4.13M
2.84%
Sole
129.58K
Shared
0.00
None
0.00

WELLS FARGO & CO NEW

SOLE
COM
Shares79.18K
TypeSH
Market value$3.81M
2.62%
Sole
79.18K
Shared
0.00
None
0.00

USBANCORPDEL

SOLE
COM NEW
Shares142.02K
TypeSH
Market value$2.64M
1.81%
Sole
142.02K
Shared
0.00
None
0.00

CHEVRONTEXACO CORP

SOLE
COM
Shares23.63K
TypeSH
Market value$1.64M
1.12%
Sole
23.63K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CLB
Shares585.00
TypeSH
Market value$1.44M
0.99%
Sole
585.00
Shared
0.00
None
0.00

OPPENHEIMER MULTI-SECTOR INC

SOLE
SH BEN INT
Shares178.78K
TypeSH
Market value$1.37M
0.94%
Sole
178.78K
Shared
0.00
None
0.00

CARDINAL HEALTH INC

SOLE
COM
Shares19.10K
TypeSH
Market value$1.19M
0.82%
Sole
19.10K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares26.74K
TypeSH
Market value$1.17M
0.80%
Sole
26.74K
Shared
0.00
None
0.00

GENERAL ELEC CO

SOLE
COM
Shares43.77K
TypeSH
Market value$1.08M
0.74%
Sole
43.77K
Shared
0.00
None
0.00

BOSTON SCIENTIFIC CORP

SOLE
COM
Shares35K
TypeSH
Market value$1.07M
0.74%
Sole
35K
Shared
0.00
None
0.00

PFIZERINC

SOLE
COM
Shares33.17K
TypeSH
Market value$962.6K
0.66%
Sole
33.17K
Shared
0.00
None
0.00

MFS CHARTER INCOME TR

SOLE
SH BEN INT
Shares113.10K
TypeSH
Market value$953.4K
0.65%
Sole
113.10K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares79.60K
TypeSH
Market value$919.4K
0.63%
Sole
79.60K
Shared
0.00
None
0.00

MERCK &COINC

SOLE
COM
Shares18.56K
TypeSH
Market value$848.4K
0.58%
Sole
18.56K
Shared
0.00
None
0.00

INTELCORP

SOLE
COM
Shares60.56K
TypeSH
Market value$841.2K
0.58%
Sole
60.56K
Shared
0.00
None
0.00

ZALECORPNEW

SOLE
COM
Shares26.65K
TypeSH
Market value$803.8K
0.55%
Sole
26.65K
Shared
0.00
None
0.00

WASHINGTON MUT INC

SOLE
COM
Shares25.43K
TypeSH
Market value$800.1K
0.55%
Sole
25.43K
Shared
0.00
None
0.00

GANNETT INC

SOLE
COM
Shares10.38K
TypeSH
Market value$748.9K
0.51%
Sole
10.38K
Shared
0.00
None
0.00

CREDIT SUISSE ASSET MGMT INC

SOLE
COM
Shares156.56K
TypeSH
Market value$704.5K
0.48%
Sole
156.56K
Shared
0.00
None
0.00

KING PHARMACEUTICALS INC

SOLE
CoM
Shares36.97K
TypeSH
Market value$671.7K
0.46%
Sole
36.97K
Shared
0.00
None
0.00

STEWART ENTERPRISES INC

SOLE
CL A
Shares126.94K
TypeSH
Market value$647.4K
0.44%
Sole
126.94K
Shared
0.00
None
0.00

PAYCHEX INC

SOLE
COM
Shares25.82K
TypeSH
Market value$626.8K
0.43%
Sole
25.82K
Shared
0.00
None
0.00

MOTOROLAINC

SOLE
COM
Shares60.50K
TypeSH
Market value$615.9K
0.42%
Sole
60.50K
Shared
0.00
None
0.00
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